Sargent Bickham Lagudis’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sargent Bickham Lagudis’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$136K	Buy	1,294 +7	+0.5%	+$733	0.01%	306
2022 Q3	$131K	Sell	1,287 -386	-23%	-$42.5K	0.01%	278
2022 Q2	$184K	Sell	1,673 -790	-32%	-$89.2K	0.02%	258
2022 Q1	$298K	Sell	2,463 -5,678	-70%	-$708K	0.02%	213
2021 Q4	$1.08M	Buy	8,141 +2,150	+36%	+$286K	0.08%	129
2021 Q3	$797K	Buy	5,991 +1,301	+28%	+$176K	0.06%	136
2021 Q2	$630K	Buy	4,690 +314	+7%	+$41.4K	0.05%	150
2021 Q1	$569K	Sell	4,376 -1,757	-29%	-$234K	0.05%	150
2020 Q4	$847K	Buy	6,133 +1,396	+29%	+$190K	0.08%	122
2020 Q3	$638K	Buy	4,737 +760	+19%	+$104K	0.06%	127
2020 Q2	$535K	Sell	3,977 -461	-10%	-$59.9K	0.06%	134
2020 Q1	$548K	Sell	4,438 -1,671	-27%	-$213K	0.07%	141
2019 Q4	$782K	Sell	6,109 -2,514	-29%	-$320K	0.09%	123
2019 Q3	$1.1M	Sell	8,623 -1,848	-18%	-$233K	0.13%	113
2019 Q2	$1.3M	Buy	10,471 +4,847	+86%	+$582K	0.15%	112
2019 Q1	$670K	Buy	5,624 +1,725	+44%	+$200K	0.08%	134
2018 Q4	$440K	Sell	3,899 -1,109	-22%	-$125K	0.06%	144
2018 Q3	$576K	Sell	5,008 -586	-10%	-$67.5K	0.07%	141
2018 Q2	$641K	Sell	5,594 -1,790	-24%	-$206K	0.08%	132
2018 Q1	$867K	Sell	7,384 -17,514	-70%	-$2.07M	0.11%	117
2017 Q4	$3.03M	Sell	24,898 -5,686	-19%	-$688K	0.36%	68
2017 Q3	$3.71M	Buy	30,584 +18,746	+158%	+$2.27M	0.46%	59
2017 Q2	$1.43M	Sell	11,838 -874	-7%	-$104K	0.18%	106
2017 Q1	$1.5M	Sell	12,712 -456	-3%	-$53.5K	0.19%	100
2016 Q4	$1.54M	Buy	13,168 +12,877	+4,425%	+$1.53M	0.24%	97
2016 Q3	$2.19M	Sell	291 -20,001	-99%	-$2.46M	0.33%	80
2016 Q2	$2.49M	Buy	20,292 +1,095	+6%	+$131K	0.39%	74
2016 Q1	$2.28M	Buy	+19,197	New	+$2.21M	0.37%	77

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's LQD Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.54% in Q4 2022, buying an estimated $733 and bringing the position to 1,294 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #306.

Sargent Bickham Lagudis first reported a position in LQD in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.71M in Q3 2017. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Sargent Bickham Lagudis held 1,294 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $136K as of Q4 2022.
Sargent Bickham Lagudis bought 7 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $733.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #306 holding.
Sargent Bickham Lagudis first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.71M in Q3 2017.
1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.